Form profiling let you build and adapt your own profiling and store clients' answers into dedicated call report.
Customisable robot advisor
A pure B2B solution for discretionary portfolio management or advisory. Apply pre-advice check and generate branded investment proposals.
Client facing portal
Offer compliant access to relevant research documents and video.
Generate pre-trade checked - compliant trade blotters with master and child constituents.
On The Go
Information is power
InvestGlass information terminal is the most flexible platform for financial professionals who need price data, news and analytics to make smarter business decisions. Commodities /
Fixed Income /
News per minte
Gain insights into your customers
Don't just randomly assign investment ideas to your customers. Track your clients' interests, updates and satisfaction level. Understand your sales behaviour. Leads strive to maximize your conversion likelihood so that your wealth advisors team isn't stretched too thin.
Reduce Compliance Cost
Optimize Operating Expenses
Increase Return on Asset
Get an overview
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InvestGlass offers the industry's leading integrated wealth advisor platform. Before any client interaction wealth advisors check on your customised InvestGlass platform for recommendations.
InvestGlass is not an investment advisor, broker or dealer and therefore does not participate in the offer, sale or distribution of securities, nor does it provide any investment advice.